Servicesexpect
  • Closely Held Business Services
  • Family Law
  • Private Client Services
  • Wills, Estates & Trusts
  • expectEXPERIENCE
    • Closely Held Business Services
    • Family Law
    • Private Client Services
    • Wills, Estates & Trusts
    • Overview
    • Professionals
    • Resources

    Spilman understands that your closely held business is more than just a business – it’s personal. Our multidisciplinary team of trusts, estate, tax and business attorneys become part of your team, analyzing your goals and adding value to each step of the process – choice of entity and formation, operation and growth, sale to third parties or acquisitions, or an orderly transfer to the next generation.

    We assist businesses of all sizes with succession planning, as well as the structuring, negotiating, and closing of transactions, including:
     
    • Structuring transactions to minimize tax consequences
    • Drafting Operating Agreements, Stock Purchase Agreements, Asset Purchase Agreements, and Shareholder Agreements, including restrictive transfer provisions
    • Planning for the smooth and tax-efficient succession of family-owned businesses
    • Establishing Voting Trusts and Voting Agreements
    • Selecting the correct entity to carry out business planning, operations, and tax objectives: limited liability companies, corporations and elections for S-corporation status, limited or general partnerships, joint ventures
    • Conducting all forms of due diligence, sale and acquisition transactions
    • Advising on general business and corporate matters
    • Drafting and reviewing contracts and leases
    • Working as part of a team with lawyers within other multidisciplinary groups on employment law issues, employee benefits, financing, etc., to provide comprehensive client service
    For more information about our closely held business services practice, please contact:

    John F. Allevato
    304.340.3885
    jallevato@spilmanlaw.com

    Brian C. Helmick
    304.340.3826
    bhelmick@spilmanlaw.com
      Wheeling, W.Va. Roanoke, Va.  David R. Croft
    304.230.6952
    dcroft@spilmanlaw.com Carter R. Brothers
    540.512.1805
    cbrothers@spilmanlaw.com
      Winston-Salem, N.C.   Robert H. Wall
    336.727.7652
    rwall@spilmanlaw.com   - See more at: https://www.spilmanlaw.com/services/closely-held-business-services#sthash.WX2di4P9.dpuf

    John F. Allevato
    304.340.3885
    jallevato@spilmanlaw.com

    Brian C. Helmick
    304.340.3826
    bhelmick@spilmanlaw.com
      Wheeling, W.Va. Roanoke, Va.  David R. Croft
    304.230.6952
    dcroft@spilmanlaw.com Carter R. Brothers
    540.512.1805
    cbrothers@spilmanlaw.com
      Winston-Salem, N.C.   Robert H. Wall
    336.727.7652
    rwall@spilmanlaw.com   - See more at: https://www.spilmanlaw.com/services/closely-held-business-services#sthash.WX2di4P9.dpuf


    Charleston, W.Va.
    John F. Allevato
    304.340.3885
    jallevato@spilmanlaw.com

    Wheeling, W.Va.
    David R. Croft
    304.230.6952
    dcroft@spilmanlaw.com

    Roanoke, Va.
    Carter R. Brothers
    540.512.1805
    cbrothers@spilmanlaw.com

    Winston-Salem, N.C.
    Robert H. Wall
    336.727.7652
    rwall@spilmanlaw.com
    John F. Allevato Carter R. Brothers David R. Croft Brian C. Helmick Robert H. Wall
    1/4/2016
    • Overview
    • Professionals

    Your family is central to the decisions you make about all aspects of your life. Personal and private matters often intersect with and deeply affect business matters. Spilman Thomas & Battle attorneys understand this and the sensitivity and delicacy with which such matters must be handled, especially when tensions arise. Our family law practice will help you with personal matters across the spectrum of major life experiences, allowing you to build your best life while protecting your assets.

    We can assist you with the following:
     
    • Adoptions, foster parenting and surrogacies
    • Complex custody issues, including multi-jurisdictional issues and abuse/neglect cases
    • Divorce, including child custody, visitation, spousal support and equitable distribution
    • Divorce, including high-asset cases involving closely held businesses, pension valuations and spousal support issues
    • Pre-marital agreements
    • Same-sex marriage issues

    Our family law practice also works closely with attorneys in our real estate; wills, estates & trusts; federal taxation; and closely held business practices, among others, to ensure all your legal needs are met.

    For more information on our family law practice, please contact:

    Lisa M. Hawrot
    304.230.6973
    lhawrot@spilmanlaw.com
    Lisa M. Hawrot
    • Overview
    • Professionals
    • Results

    Spilman’s Private Client Services Group is a multidisciplinary team of trusts, estate, tax and business attorneys whose depth of experience and breadth of client-focused services is unparalleled in the Mid-Atlantic region. From offices in West Virginia, Virginia, Pennsylvania and North Carolina, the Private Client Services Group works as a team to evaluate each client’s unique circumstances, values and goals, and to develop innovative and customized solutions to achieve the client’s objectives. Whether you are a high-net-worth individual or multi-generational family, closely held business, fiduciary, financial firm or other professional, the Private Client Services Group’s focus is on you and providing exceptional services for your needs, big or small, at an exceptional value.
     

    Wills, Estates and Trusts

    Spilman’s wills, estates and trusts attorneys assist clients in shaping their futures and the futures of their intended beneficiaries and closely held businesses through the preparation of legal documents and the utilization of both simple and sophisticated wealth transfer strategies. The wills, estates and trusts attorneys’ depth of experience extends beyond estate planning to estate and trust administration and other fiduciary matters, including:
     
    • Drafting and reviewing traditional estate planning documents, including wills, trusts, financial and medical powers of attorney, living wills
    • Structuring motivational and protective planning for young, imprudent or special needs beneficiaries and educational matters
    • Planning and executing sophisticated wealth transfer and estate “freeze” techniques through trusts: life insurance trusts, sale to grantor trusts, charitable trusts, spousal lifetime access trusts, generation skipping trusts, GRATs, CRUTs, and QPRTs 
    • Crafting asset protection strategies
    • Planning for international assets and non-US citizens
    • Creating equitable and respectful marital agreements, both before and after marriage
    • Preparing Federal Estate Tax Returns (Form 706) for taxable estates and electing portability
    • Counseling on disputed tax matters, including estate and gift tax audits, valuation issues
    • Minimizing potential tax burden for transferring closely held businesses and providing orderly transfer of control to next generation
    • Establishing and guiding nonprofit and tax exempt organizations through their life cycle - formation, application for exempt status, administration
    • Mediation services for all wills, estates and trusts matters
    • Litigating complex personal matters, including contested probate and trust matters, will or trust interpretation, tortious interference with inheritance, guardian/conservatorships, administration matters, accounting and distribution issues
     

    Federal Taxation

    Spilman’s federal taxation team is a trusted partner to business owners large and small. Our attorneys specialize in creating tax-advantaged strategies for business growth and succession planning. Federal taxation attorneys also assist in the formation and operation of tax-exempt organizations and the defense of businesses and individuals before the IRS. Representative matters include:
    • Advising owners of closely held businesses on strategies to minimize federal taxes on the sale or purchase of businesses
    • Analyzing methods of restructuring and reorganizing a business to eliminate exposure to federal taxes upon the sale of corporate stock
    • Devising and consulting on intra-family business succession plans
    • Counseling and advising clients concerning flow-through entity taxation matters, such as for partnerships, limited liability companies and S-corporations
    • Representing and counseling tax-exempt organizations
    • Assisting with choice of business entity to achieve maximum tax advantages and planning
    • Resolving contested tax issues by obtaining rulings and favorable audit or appeal results from IRS
     

    Closely Held Business Services

    Spilman’s Private Client Services Group understands that your closely held business is more than just a business - it’s personal. The Private Client Services Group’s multidisciplinary team of trusts, estate, tax and business attorneys become part of your team, analyzing your goals and adding value to each step of the process – choice of entity and formation, operation and growth, sale to third parties or acquisitions, or an orderly transfer to the next generation. Spilman’s Private Client Services Group assists businesses of all sizes with succession planning, as well as the structuring, negotiating, and closing of transactions, including:
     
    • Structuring transactions to minimize tax consequences
    • Creating operating agreements, stock purchase agreements, asset purchase agreements, and shareholder agreements, including restrictive transfer provisions
    • Planning for the smooth and tax-efficient succession of family-owned businesses
    • Establishing voting trusts and voting agreements
    • Selecting the correct entity to carry out business planning, operations, and tax objectives: limited liability companies, corporations and elections for S-corporation status, limited or general partnerships, joint ventures
    • Conducting all forms of due diligence, sale and acquisition transactions
    • Advising on general business and corporate matters
    • Drafting and reviewing contracts and leases
    • Working as part of a team with attorneys within other multidisciplinary groups on employment law issues, employee benefits, financing, etc., to provide comprehensive client service
    For more information regarding our Private Client Services Practice Group, contact:

    John F. Allevato
    304.340.3885
    jallevato@spilmanlaw.com

    David R. Croft
    304.230.6952
    dcroft@spilmanlaw.com
     
    John F. Allevato N.A. (Nick) Ammar Jr. Carter R. Brothers David R. Croft Sue Seibert Farnsworth W. Eric Gadd Dennis J. McGlaughlin II Robert H. Wall Client Granted 100% Relief in IRS Appeal Led by Spilman
    • Overview
    • Professionals
    • Results
    • Resources

    Attorneys in our Wills, Estates & Trusts Practice Group work daily to address our clients’ estate planning and fiduciary administration needs. We advise clients in areas of traditional and complex estate and gift planning, business succession planning, charitable giving, asset protection, probate administration, and taxation. Our experience also includes issues unique to assets outside of the U.S. and non-citizens subject to U.S. tax laws.

    At Spilman, we strongly believe that a solid estate plan is more than a will or trust. We work with our clients to develop an individualized, comprehensive estate plan that addresses their personal and professional concerns and objectives. We act not only as attorneys for, but also as counselors to, business owners, executives, high-net-worth individuals, professionals and their families to help them achieve their unique goals.   

    We also handle matters involving income, estate, gift and generation-skipping transfer taxation, tax-exempt organizations, and controversies before the IRS and the courts. In this regard, we often work with our clients’ other professional advisors to achieve their objectives effectively and are frequently retained by other professionals because of our knowledge and experience in these complicated areas.

    Our attorneys also focus on the probate of decedents’ estates and the administration of their trusts and are sensitive to complex family dynamics. We advise corporate and individual fiduciaries with their fiduciary duties and serve as counsel when litigation is involved. With attorneys qualified to act in multiple states, nonresidents frequently retain Spilman to serve as local counsel in probate and tax matters.  

    Our services include:
     

    • Estate planning, disability planning and wealth preservation
    • Retirement and tax planning
    • Wills and trusts
    • Sophisticated gift and estate tax minimization planning strategies
    • Life insurance trusts
    • Trust and estate administration
    • Audits, examinations and other controversies before the IRS and state tax agencies
    • Business succession planning
    • Family limited partnerships and limited liability companies
    • Mediator services for all wills, estates and trusts controversies
    • Estate, trust and tax litigation
    • Creating and administering charitable organizations
    • Charitable giving
    • Pre- and post-nuptial agreements
     

    For more information regarding our Wills, Estates & Trusts Practice Group, contact:

     

    John F. Allevato
    304.340.3885
    jallevato@spilmanlaw.com

    David R. Croft
    304.230.6952
    dcroft@spilmanlaw.com
     




     
    John F. Allevato N.A. (Nick) Ammar Jr. Carter R. Brothers David R. Croft Sue Seibert Farnsworth W. Eric Gadd Dennis J. McGlaughlin II Robert H. Wall Ryan W. Weld Spilman Helps Trust with Tax-Exempt Status
    4/20/2017
     
    1/5/2017
     
    11/1/2016
     
    1/26/2016
     
    1/4/2016
     
    3/26/2015
     
    11/3/2014
     
    7/29/2014
     
    1/16/2014
     
    11/1/2013